Barden Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 6, 2026, for the 2025 Q4 period, Barden Capital Management, Inc. held in its portfolio 53 assets valued at $121,783,665 (i.e. $121.78M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($11.35M), SCHWAB STRATEGIC TR ($9.12M), and SCHWAB STRATEGIC TR ($7.57M).
The chart below shows the top 10 valuable assets, and the table below shows the top 53 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Barden Capital Management, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 259758 | 11345338 | STATE STREET SPD |
| SCHWAB STRATEGIC TR | 379456 | 9122120 | INTL EQTY ETF |
| SCHWAB STRATEGIC TR | 281185 | 7566687 | US LRG CAP ETF |
| NVIDIA CORPORATION | 34409 | 6417360 | COM |
| SPDR INDEX SHS FDS | 75217 | 5769877 | PORTFLI MSCI GBL |
| SCHWAB STRATEGIC TR | 139332 | 4544998 | US LCAP GR ETF |
| MICROSOFT CORP | 8665 | 4190567 | COM |
| SCHWAB STRATEGIC TR | 123435 | 3654899 | US LCAP VA ETF |
| APPLE INC | 12304 | 3344965 | COM |
| VANGUARD BD INDEX FDS | 40746 | 3018056 | TOTAL BND MRKT |
| AMAZON COM INC | 12952 | 2989581 | COM |
| ELI LILLY & CO | 2747 | 2952146 | COM |
| ISHARES TR | 22432 | 2555453 | EAFE GRWTH ETF |
| TAIWAN SEMICONDUCTOR MFG LTD | 8213 | 2495849 | SPONSORED ADS |
| VISA INC | 6997 | 2453918 | COM CL A |
| SCHWAB STRATEGIC TR | 95798 | 2402614 | INT-TRM U.S TRES |
| SCHWAB STRATEGIC TR | 87594 | 2297591 | US BRD MKT ETF |
| MASTERCARD INCORPORATED | 3898 | 2225290 | CL A |
| SONY GROUP CORP | 81939 | 2097638 | SPONSORED ADR |
| JPMORGAN CHASE & CO. | 5772 | 1859854 | COM |
| PARKER-HANNIFIN CORP | 2083 | 1830874 | COM |
| S&P GLOBAL INC | 3469 | 1812865 | COM |
| META PLATFORMS INC | 2712 | 1790164 | CL A |
| AMERICAN EXPRESS CO | 4687 | 1733956 | COM |
| CASEYS GEN STORES INC | 3064 | 1693503 | COM |
| ISHARES TR | 17017 | 1638397 | JPMORGAN USD EMG |
| CAPITAL ONE FINL CORP | 6630 | 1606847 | COM |
| ALLSTATE CORP | 7635 | 1589225 | COM |
| ADOBE INC | 4148 | 1451759 | COM |
| TRAVELERS COMPANIES INC | 4935 | 1431446 | COM |
| BROADCOM INC | 4075 | 1410372 | COM |
| SCHWAB STRATEGIC TR | 43853 | 1390140 | LONG TERM US |
| BOOKING HOLDINGS INC | 256 | 1370964 | COM |
| HCA HEALTHCARE INC | 2935 | 1370234 | COM |
| PIMCO ETF TR | 14439 | 1369106 | 0-5 HIGH YIELD |
| T-MOBILE US INC | 6574 | 1334785 | COM |
| PALO ALTO NETWORKS INC | 6893 | 1269691 | COM |
| MOTOROLA SOLUTIONS INC | 3243 | 1243107 | COM NEW |
| UBER TECHNOLOGIES INC | 14896 | 1217152 | COM |
| BERKSHIRE HATHAWAY INC DEL | 2214 | 1112867 | CL B NEW |
| INTUIT | 1528 | 1012178 | COM |
| CARRIER GLOBAL CORPORATION | 17899 | 945783 | COM |
| SYNOPSYS INC | 1868 | 877437 | COM |
| ISHARES TR | 10139 | 817467 | IBOXX HI YD ETF |
| NETFLIX INC | 8494 | 796397 | COM |
| CONOCOPHILLIPS | 8190 | 766666 | COM |
| ALIBABA GROUP HLDG LTD | 5095 | 746825 | SPONSORED ADS |
| ELEVANCE HEALTH INC FORMERLY | 1990 | 697595 | COM |
| DIAMONDBACK ENERGY INC | 4507 | 677537 | COM |
| DBX ETF TR | 7583 | 481558 | XTRACKERS MSCI |
| PIMCO ETF TR | 4857 | 475257 | INV GRD CRP BD |
| SPDR GOLD TR | 757 | 300007 | GOLD SHS |
| VANGUARD SPECIALIZED FUNDS | 986 | 216703 | DIV APP ETF |
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